Business Development Executive

Job Summary

To support a growing CPA advisory firm, the full-time Business Development Executive will manage the full sales cycle remotely, conducting discovery calls, qualifying prospects, and closing new client engagements across tax, accounting, and M&A advisory services.

Key responsibilities

• Conduct discovery calls with business owners and qualified prospects
• Qualify prospects based on business needs and established criteria
• Prepare and present proposals for partner review to close client engagements

Required qualifications

• 2+ years of B2B consultative sales experience required
• Experience selling tailored services or solutions to business owners required
• Full-cycle sales experience from discovery through close required
• Proficiency with CRM systems and accurate record keeping required